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OAJ

Ogorek Anthony Joseph Portfolio holdings

AUM $365M
1-Year Est. Return 18.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$350M
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
727
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.02M
3
+$825K
4
YJUN icon
FT Vest International Equity Buffer ETF June
YJUN
+$679K
5
JPM icon
JPMorgan Chase
JPM
+$306K

Top Sells

1
+$482K
2
+$370K
3
+$202K
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$151K
5
DOCT
FT Vest US Equity Deep Buffer ETF October
DOCT
+$150K

Sector Composition

1 Technology 6.56%
2 Healthcare 6.28%
3 Financials 3.38%
4 Industrials 2.25%
5 Communication Services 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$11K ﹤0.01%
92
+3
377
$11K ﹤0.01%
244
+56
378
$11K ﹤0.01%
418
+39
379
$11K ﹤0.01%
52
380
$11K ﹤0.01%
86
+27
381
$11K ﹤0.01%
155
382
$11K ﹤0.01%
493
+5
383
$11K ﹤0.01%
33
-4
384
$11K ﹤0.01%
9
-1
385
$11K ﹤0.01%
5,084
386
$10K ﹤0.01%
109
-10
387
$10K ﹤0.01%
350
388
$10K ﹤0.01%
298
-480
389
$10K ﹤0.01%
120
+30
390
$10K ﹤0.01%
84
-16
391
$10K ﹤0.01%
366
392
$10K ﹤0.01%
452
+5
393
$10K ﹤0.01%
537
-88
394
$10K ﹤0.01%
155
+3
395
$10K ﹤0.01%
689
+53
396
$10K ﹤0.01%
606
+186
397
$10K ﹤0.01%
207
398
$10K ﹤0.01%
229
399
$10K ﹤0.01%
21
-4
400
$10K ﹤0.01%
36
14 15
16
17 18